Want to achieve multiple sales with just one presentation? Lead with a discussion about enhancing the company’s employee benefits by offering multi-life individual disability income.
In today’s competitive job market, employers are looking for ways to retain their top performing employees. Guarantee Standard Issue individual disability income is a win-win for the employer and the employees.
- Guaranteed Issue; No Medical & Financial Underwriting (Actively at Work & Tobacco Question only)
- Ten lives or more
- Up to $20,000 Monthly Benefit Offers Dependent on Case Size
- Available to gray and white collar professions and all medical specialties.
- Up to 35% Multi-Life Gender-Neutral Discounting
- Voluntary, Base/Buy-Up & Mandatory Enrollment Plan Design Options
- Highest Policy Quality Available in the Industry
- 100% Portability & Individual Ownership
- No Medical Exclusions or Premium Ratings
- Unlimited Mental Health & Substance Abuse Benefits Available
- True Own Occupation & Medical Specialty Definition Available
Key industries to target for a GSI individual Disability Income sales:
- Medical Practices & Hospitals (Both Physicians & Executives)
- Law Firms
- Executive Classes (Other Industry)
- Finance, Insurance & Banking
- Consulting & Sales
- Information Technology
- Other Industries with High Income Earning Potential
Seven GSI Individual Disability Income Sales Steps
- Ask for Copy of Group LTD Policy for every Full-Time Physician/Employee Applicant (Need this information for IDI Underwriting Regardless)
- Send to Source Brokerage, Inc. for Policy Review
- Schedule Call or Meeting with the Applicant and Benefit Decision Maker to Review Current Policy
- Ask for Group Census and send it to Source Brokerage
- Source Brokerage quotes GSI (and Group if necessary) with all Competitive Carriers
- We meet with Groups to Present all Option
- Close Sale
Multiple sales in seven easy steps. Partnering with Source Brokerage, Inc., we will secure the quotes and attend the sales call with you, if needed.